This page designates the space for summarizing the Issue Action Plan. In addition to writing or importing the narrative, don't forget that you can upload files that support your analysis.
- Enter a Projected Implementation Date (required).
- Compose the Summary document. Don't forget that you can use pre-loaded templates to speed the process. And the editor allows you to Import finished .docx files directly using the "Import File" button in the toolbar.
- Click the 'Upload More' link to attaché any supporting documents as individual files of most any type. Uploaded files are stored in their native format but are automatically converted and aggregated into the exported PDF on-demand.
- Optional: Click the button and follow the instructions to log all 'Preventive' actions that will be part of the Action Plan. Clicking the button will open the CAPA Management window. Repeat the process as many times as needed. All items will be listed here with current status.
- Comments: Any user with access to this Issue can add comments. Click the button to add a comment. Comments are designated by default, but you can set any comment to 'All Reviewer' to share it with any external client/partner that you have shared the Issue with.